-30.9%
RIVN vs IR
+7.9%
-38.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.4% | +3.7% |
| 7D | +4.1% | +0.6% | +3.5% | +3.7% |
| 30D | +1.1% | -13.6% | +14.7% | +9.7% |
| 3M | -4.0% | +3.7% | -7.7% | -7.1% |
| 6M | +5.2% | -13.1% | +18.3% | +12.6% |
| YTD | -18.0% | -5.1% | -12.8% | -16.5% |
| 1Y | +15.6% | -6.5% | +22.0% | +17.9% |
| All | -30.9% | +7.9% | -38.8% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling